Tax Tips: Gathering records is the first step of tax preparation
Taxpayers should start gathering and organizing records to get ready for filing their 2024 federal tax return. They need all year-end income documents to help ensure they file a complete and accurate 2024 federal tax return and avoid refund delays.
The Get Ready page on IRS.gov offers practical tips and resources to help taxpayers prepare. It highlights key updates and important steps for making tax filing easier in 2025.
Documents
Taxpayers should have all necessary records handy, such as W-2s, 1099s, receipts, canceled checks and other documents that support any income, deductions or credits reported on their tax return.
Most taxpayers should receive income documents including:
• Forms W-2, Wage and Tax Statement.
• Form 1099-MISC, Miscellaneous Income.
• Form 1099-INT, Interest Income.
• Form 1099-NEC, Nonemployee Compensation.
• Form 1099-G, Certain Government Payments – such as unemployment compensation or state tax refund.
• Form 1095-A, Health Insurance Marketplace Statements
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